Tuesday, August 7, 2007

Virtual Portfolio # 2 - as of 1st August 2007

Two months into the bet....

Chin:
33.33% DWS China Equity Fund - SGD 2.412 -> SGD 2.8015
33.33% DWS Asian Small Cap Fund - SGD 1.547 -> SGD 1.5724
33.33% Lion Cap Sing/Malaysia Fund - SGD 2.733 -> SGD 2.802

Net Growth = 5.38 + 0.55 + 0.84 = 6.77 %

Calvin:
40.00% Fidelity China Focused Fund - SGD 1.136 -> SGD 1.312
40.00% Schroders ISF Emerging Markets Opportunity Fund - SGD 11.71 -> SGD 12.14
20.00% Henderson Asian Dividen Income Fund (USD) - USD 13.48 -> USD 13.75

Net Growth = 6.20 + 1.47 + 0.40 = 8.07 % (not inclusive of recent USD fluctuation)

I am now leading by about 130 basis pts. Taking into consideration of current market volatility, both portfolios are pretty resilient to the market noises. Stay tuned to find out the final results...... :)

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